2016-09-10T17:58:28-05:00 2015-12-31 410746749 CLIFTONLARSONALLEN LLP 4250 N FAIRFAX DRIVE SUITE 1020 ARLINGTON VA 22203 990 2015-01-01 131512769 AMERICAN PHYSICAL THERAPY ASSOCIATION AMER 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 ROBERT BATARLA CHIEF FINANCIAL OFFICER 7036842782 2016-08-31 1 DAVID TRIMNER P00444822 5712279500 2016-08-31 2015 2017-02-10 21:41:12Z J MICHAEL BOWERS 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 62254034 0 X WWW.APTA.ORG X 1930 IL TRANSFORMING SOCIETY BY OPTIMIZING MOVEMENT TO IMPROVE THE HUMAN EXPERIENCE. 15 14 215 1500 3011294 -127807 400693 387230 38477459 39281763 2799928 2604475 2624926 2685840 44303006 44959308 1701529 1340198 0 0 21017025 20160311 0 0 0 21297540 19967173 44016094 41467682 286912 3491626 42879017 44828083 25169830 26208777 17709187 18619306 X TO MEET THE PHYSICAL THERAPY NEEDS OF SOCIETY, TO MEET THE NEEDS AND INTERESTS OF ITS MEMBERS, AND TO DEVELOP AND IMPROVE THE ART AND SCIENCE OF PHYSICAL THERAPY, INCLUDING PRACTICE, EDUCATION, AND RESEARCH. 0 0 MEMBERSHIP - SUPPORTS THE MEMBERSHIP OF APPROXIMATELY 93,000 IN AREAS OF RETENTION, RECRUITMENT AND ENGAGEMENT. ALSO SERVES THE MEMBERSHIP THROUGH COMPONENT RELATIONS AND GOVERNANCE SUPPORT AS WELL AS MEMBER COMMUNICATIONS VIA SOCIAL MEDIA AND SUBSCRIPTIONS. EDUCATION, RESEARCH AND PROFESSIONAL DEVELOPMENT - PROMOTES AND ENFORCES PROFESSIONAL STANDARDS IN THE PHYSICAL THERAPY PROFESSION. GOVERNMENT RELATIONS - SERVES THE MEMBERSHIP IN ACCREDITATION, COMPETENCY REGULATIONS, AND PUBLIC RECOGNITION OF PHYSICAL THERAPY CONTRIBUTIONS. CONFERENCES AND COMBINED SECTIONS MEETING - PROMOTES INFORMATIONAL EXCHANGE IN AREAS SUCH AS PRACTICE, EDUCATION, RESEARCH, AND REGULATIONS. THE TWO MAJOR ANNUAL CONFERENCES WERE ATTENDED BY APPROXIMATELY 11,000 PEOPLE WITH TOTAL APTA MEMBERSHIP OF APPROXIMATELY 93,000 IN 2015. 0 1 0 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 380 0 215 1 1 1 0 0 0 1 1 0 X 15 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X ROBERT BATARLA 7036842782 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 PAUL ROCKAR PRESIDENT (THRU JUNE) 20.00 2.00 X X 12500 0 0 SHARON DUNN PRESIDENT (AS OF JULY) 20.00 2.00 X X 17500 0 0 LISA SALADIN VICE PRESIDENT (AS OF JULY) 20.00 2.00 X X 5000 0 0 LAURITA HACK SECRETARY 20.00 2.00 X X 10000 0 0 ELMER PLATZ TREASURER 20.00 2.00 X X 10000 0 0 SUSAN GRIFFIN SPEAKER OF THE HOUSE 20.00 2.00 X X 10000 0 0 STUART PLATT VICE SPEAKER 20.00 2.00 X X 10000 0 0 SUSAN APPLING DIRECTOR (AS OF JULY) 20.00 2.00 X 5000 0 0 JEANINE GUNN DIRECTOR 20.00 2.00 X 10000 0 0 ROGER HERR DIRECTOR 20.00 2.00 X 10000 0 0 MATTHEW HYLAND DIRECTOR 20.00 2.00 X 10000 0 0 KATHLEEN MAIRELLA DIRECTOR 20.00 2.00 X 10000 0 0 SHEILA NICHOLSON DIRECTOR 20.00 2.00 X 10000 0 0 CAROLYN ODDO DIRECTOR 20.00 2.00 X 10000 0 0 ROBERT ROWE DIRECTOR (AS OF JULY) 20.00 2.00 X 5000 0 0 MARY SINNOTT DIRECTOR (THRU JUNE) 20.00 2.00 X 5000 0 0 NICOLE STOUT DIRECTOR (THRU JUNE) 20.00 2.00 X 5000 0 0 SUSAN WHITNEY DIRECTOR 20.00 2.00 X 10000 0 0 J MICHAEL BOWERS CHIEF EXECUTIVE OFFICER 50.00 6.00 X 465540 0 66887 ROBERT BATARLA CHIEF FINANCIAL OFFICER 50.00 6.00 X 240411 0 49252 JUSTIN MOORE EXECUTIVE VICE PRESIDENT 50.00 X 251017 0 56331 BONNIE POLVINALE EXECUTIVE VICE PRESIDENT 50.00 X 227278 0 54235 JACK BENNETT LEGAL COUNSEL 50.00 X 202633 0 54020 JOHN KING VICE PRESIDENT 50.00 X 172075 0 30643 MANDY FROHLICH VICE PRESIDENT 50.00 X 162715 0 43247 LISA RUANE VICE PRESIDENT 50.00 X 155725 0 49825 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 50.00 X 151232 0 49273 2193626 0 453713 42 0 1 0 CENVEO PUBLISHER SERVICES PO BOX 822934 PHILADELPHIA PA 19182 PUBLISHING SERVICES 1526510 MARRIOTT 62960 COLLECTION DRIVE CHICAGO IL 60693 CONFERENCE HOUSING 1349036 JM STAMP CO 13524 VINTAGE PLACE CHINO CA 91710 CONFERENCE AUDIO VISUAL SERVICES 698726 OPTIONS TRAVEL 200 E HOWARD STREET DE PLAINES IL 60018 TRAVEL MANAGEMENT SERVICES 635619 NATIONAL BOARD OF MEDICAL EXAMS PO BOX 48006 NEWARK NJ 07101 MEDICAL EXAMS 589680 34 387230 387230 MEMBER DUES 900099 15575664 15575664 CONFERENCES & MEETINGS 900099 9865428 9865428 ACCREDITATION AND EXAM FEES 900099 7207038 7207038 PERIODICALS 541800 3894096 2266803 1627293 STAFF SERVICES 900004 2739537 1355536 1384001 39281763 338709 338709 2457574 2457574 19443858 17178092 2265766 2265766 2265766 297699 116634 181065 181065 GRANT RECOVERY 900099 26804 26804 MISC INCOME 900099 20397 20397 47201 44959308 36451534 3011294 5109250 1333598 6600 1575951 13291793 1976446 2224901 1091220 138891 60517 353506 3243834 184534 5134006 892319 881919 2279152 2034652 1781673 458222 202728 HONORARIA 865263 DUES AND SUBSCRIPTIONS 555956 COMMISSIONS 343292 BAD DEPT EXPENSE 82503 474206 41467682 1100 1100 1301709 2669631 1257097 1362580 283538 266415 276849 255949 9699812 8696019 1212261 1003793 28125328 28377188 10421135 10891427 42879017 44828083 1846508 2081662 800000 600000 18398078 19362199 4125244 4164916 25169830 26208777 X 17709187 18619306 17709187 18619306 42879017 44828083 3491626 -2581507 0 X 0 1 X 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 313864 0 0 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 526145303 334218 0 0 1 15575664 2835449 -3715226 -879777 3270889 -4150666 0 PART I-A, LINE 1: ADMINISTRATIVE EXPENSES 448420 -41210 406937 273 2341774 1962387 379387 7358038 6733632 624406 1003793 SECURITY DEPOSITS 393740 DUE FROM APT PROPERTIES 10497687 10891427 CHAPTER DUES PAYABLE 355975 SECTION DUES PAYABLE 152411 POST-RETIREMENT BENEFIT OBLIGATION 3638074 CAPITAL LEASE OBLIGATION 18456 4164916 X PART X, LINE 2: MANAGEMENT HAS CONCLUDED THAT EACH ENTITY HAS MAINTAINED ITS EXEMPT STATUS AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2015. 1 COLORADO CHAPTER - APTA 2851 S PARKER ROAD AURORA CO 80014 846034046 501(C)(6) 7500 STATE ADVOCACY GRANT COLORADO PHYSICAL THERAPIY SPECIALISTS 210 W MAGNOLIA STREET FT COLLINS CO 85021 861140933 PLLC 11450 INNOVATION 2.0 RESEARCH AWARD FOUNDATION FOR PHYSICAL THERAPY 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 136161225 501(C)(3) 583150 CENTERS FOR EXCELLENCE, 2.5% OF DUES, AND DOCTORATE AWARDS IHC HEALTH SERVICES INC 36 S STATE STREET SALT LAKE CITY UT 84111 942854057 501(C)(3) 12500 INNOVATION 2.0 RESEARCH AWARD NEW MEXICO CHAPTER - APTA 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 850371814 501(C)(6) 7500 STATE ADVOCACY GRANT NORTH CAROLINA CHAPTER-APTA 316 WEST MILBROOK ROAD RALEIGH NC 27609 566058458 501(C)(6) 50000 STATE ADVOCACY GRANT RESEARCH FOUNDATION FOR STATE UNIV OF NEW YORK 35 STATE STREET ALBANY NY 12207 141368361 CORP 7510 INNOVATION 2.0 RESEARCH AWARD SECTION ON PEDIATRICS-APTA 1111 N FAIRFAX STREET ALEXANDRIA VA 22314 581330752 501(C)(6) 5500 HEALTH PROMOTION GRANT UNIVERSITY OF UTAH 201 S PRESIDENT CIRCLE SALT LAKE CITY UT 84112 876000525 501(C)(3) 24484 INNOVATION 2.0 RESEARCH AWARD 3 6 CHATTANOOGA RESEARCH AWARD 5 1000 EUGENE MICHELS NEW INVESTIGAOR AWARD 2 1500 JACK WALKER AWARD 1 1000 MARGARET MOORE AWARD 1 1500 INTERNATIONAL PARTNER SUBSCRIPTION AWARD 2 100 OUTSTANDING STUDENT PT AWARD 2 1500 PART I, LINE 2: GRANT MADE BY APTA ARE APPROVED BY VARIOUS COMMITTEES AND THE BOARD OF DIRECTORS. MOST GRANTS ARE AROUND $5,000. X X X 0 0 0 J MICHAEL BOWERS CHIEF EXECUTIVE OFFICER 397407 0 43750 0 24383 0 44042 0 22845 0 532427 0 0 0 ROBERT BATARLA CHIEF FINANCIAL OFFICER 240411 0 0 0 0 0 37778 0 11474 0 289663 0 0 0 JUSTIN MOORE EXECUTIVE VICE PRESIDENT 251017 0 0 0 0 0 35000 0 21331 0 307348 0 0 0 BONNIE POLVINALE EXECUTIVE VICE PRESIDENT 227278 0 0 0 0 0 37464 0 16771 0 281513 0 0 0 JACK BENNETT LEGAL COUNSEL 202633 0 0 0 0 0 34667 0 19353 0 256653 0 0 0 JOHN KING VICE PRESIDENT 172075 0 0 0 0 0 29129 0 1514 0 202718 0 0 0 MANDY FROHLICH VICE PRESIDENT 152715 0 10000 0 0 0 26476 0 16771 0 205962 0 0 0 LISA RUANE VICE PRESIDENT 153850 0 1875 0 0 0 27022 0 22803 0 205550 0 0 0 ANITA BEMIS-DOUGHERTY VICE PRESIDENT 151232 0 0 0 0 0 26428 0 22845 0 200505 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS ARE PHYSICAL THERAPISTS, PHYSICAL THERAPIST ASSISTANTS, AND STUDENTS OF PHYSICAL THERAPY. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE HOUSE OF DELEGATES, WHICH IS MADE UP OF APTA MEMBERS, APPROVES SOME DECISIONS. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT 990 IS REVIEWED BY THE FULL BOARD AND DISCUSSED IN A CONFERENCE CALL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ACCORDING TO APTA'S CONFLICT OF INTEREST POLICY, THE COVERED PERSONS ARE ALL CURRENTLY ELECTED MEMBERS OF THE BOARD OF DIRECTORS, THE CEO, AND STAFF. MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO SIGN A STATEMENT ANNUALLY ATTESTING THAT HE/SHE HAS READ THE CONFLICT OF INTEREST POLICY AND UNDERSTANDS THIS POLICY. THEY ARE FURTHER OBLIGATED TO DISCLOSE ANY CONFLICTS AND SHALL REFRAIN FROM PARTICIPATING IN OR BEING PRESENT FOR DELIBERATIONS, DISCUSSIONS, OR DECISIONS RELATED TO THE DISCLOSED CONFLICT RELATIONSHIP. THE CEO IS RESPONSIBLE FOR ADMINISTERING AND ENFORCING THE BOARD OF DIRECTORS' POLICIES. THE CEO IS ALSO RESPONSIBLE FOR ADMINISTERING AND ENFORCING THE STAFF POLICIES. ACCORDING TO APTA STAFF POLICY #205, STAFF ARE REQUIRED TO DISCLOSE TO THEIR VP OR EVP ANY SITUATION WHERE THEY MAY HAVE A POTENTIAL CONFLICT. IN THESE CASES, STAFF MAY NOT PARTICIPATE IN ANY DECISION MAKING RELATED TO THE CONFLICT. ATTACHED ARE COPIES OF BOTH THE BOARD AND STAFF POLICIES. FORM 990, PART VI, SECTION B, LINE 15 COMPARABLE ORGANIZATION CEO SALARY DATA FROM SURVEYS WAS USED TO ESTABLISH THE APTA CEO'S SALARY DURING CONTRACT NEGOTIATIONS. THE CEO'S COMPENSATION IS REVIEWED ANNUALLY, WITH THE MOST RECENT REVIEW OCCURRING IN JANUARY 2015. KEY EMPLOYEE COMPENSATION IS DETERMINED BASED ON COMPARABLE SURVEY DATA AND AN INTERNAL GRADE SYSTEM. FORM 990, PART VI, SECTION C, LINE 19 APTA MAKES ITS ANNUAL FINANCIAL STATEMENTS AVAILABLE TO MEMBERS ON THE APTA WEBSITE AND IN THE PT MAGAZINE. GOVERNING DOCUMENTS ARE AVAILABLE ON THE APTA WEBSITE IN THE MEMBERS ONLY AREA. AMERICAN PHYSICAL THERAPY PROPERTIES INC 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 541233877 TITLE HOLDING CORPORATION VA 501(C)(2) APTA 1 PHYSICAL THERAPY FUND 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 541732481 SOLICITS SCHOLARSHIPS FOR MINORITIES VA 501(C)(3) LINE 7 APTA 1 PHYSICAL THERAPY POLITICAL ACTION COMMITTEE 1111 NORTH FAIRFAX STREET ALEXANDRIA VA 22314 546145303 POLITICAL ACTION COMMITTEE VA 527 APTA 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 AMERICAN PHYSICAL THERAPY PROPERTIES INC K 846951 LEASE AGREEMENT AMERICAN PHYSICAL THERAPY PROPERTIES INC L 425000 FAIR MARKET VALUE